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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,516 | $103,008-42.2% | $90,304-34.1% | $152,897-61.1% |
| Participation rate | 23.8% | 75.9%-52.1pp | 73.3%-49.5pp | 82.5%-58.6pp |
| Annual return | 21.23% | 95.22%-74.0pp | 78.13%-56.9pp | 345.43%-324.2pp |
| Employer contribution / active EE | $294 | $3,139-90.6% | $2,855-89.7% | $4,764-93.8% |
| Participant deferral / active EE | $531 | $4,281-87.6% | $3,885-86.3% | $5,851-90.9% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |